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Sanmina Corp

SANM
交易所
Nasdaq
產業
Printed Circuit Boards
SEC CIK
0000897723

近 90 天,Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出;2026 年第 2 季末有 573 家機構在 13F 申報持有,市值合計 $126.9 億;大師中只有Maverick 資本持有。

2025 年第 3 季與 2025 年第 2 季比較

持有 Sanmina Corp 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

SANM 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數3567384+35
股數5,308 萬68.4 萬5,361 萬+120.9 萬 (+2.3%)
市值$51.9 億$6,691 萬$61.7 億+$10.4 億 (+20.4%)

7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(66 家)

2025 年第 3 季季末持有 Sanmina Corp、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 SANM 的機構
機構股數市值佔組合 %
Vaughan Nelson Investment Management, L.P.538,150$6,195 萬0.56%
Hennessy Advisors Inc355,600$4,093 萬1.41%
T. Rowe Price Investment Management, Inc.284,344$3,273 萬0.02%
Arrowstreet Capital, Limited Partnership184,135$2,120 萬0.01%
Fisher Asset Management, LLC166,861$1,921 萬0.01%
Wellington Management Group LLP144,792$1,667 萬0.00%
SG Capital Management LLC87,399$1,006 萬1.01%
Towle & Co62,723$722.0 萬1.82%
Castleark Management LLC56,074$645.5 萬0.18%
Gotham Asset Management, LLC50,108$576.8 萬0.03%
Campbell & CO Investment Adviser LLC44,010$506.6 萬0.38%
Twinbeech Capital LP42,747$492.1 萬0.19%
Edgestream Partners, L.P.35,626$410.1 萬0.12%
Magnetar Financial LLC35,495$408.6 萬0.02%
Y-Intercept (Hong Kong) Ltd26,156$301.1 萬0.07%
Lazard Asset Management LLC24,537$282.4 萬0.00%
Engineers Gate Manager LP18,349$211.2 萬0.02%
Elo Mutual Pension Insurance Co16,849$193.9 萬0.03%
Dynamic Technology Lab Private Ltd16,429$189.1 萬0.32%
Asset Management One Co.,Ltd.12,788$147.2 萬0.00%
Los Angeles Capital Management LLC11,350$130.6 萬0.00%
Scientech Research LLC8,180$94.2 萬0.33%
Mutual Advisors, LLC6,770$89.9 萬0.02%
Toroso Investments, LLC7,116$81.9 萬0.00%
ExodusPoint Capital Management, LP6,747$77.7 萬0.01%
CIBC Bancorp USA Inc.5,574$64.2 萬0.00%
Ethic Inc.5,023$57.8 萬0.01%
Aviva PLC4,753$54.7 萬0.00%
FORA Capital, LLC3,401$39.1 萬0.07%
Blair William & Co3,025$34.8 萬0.00%
Virtu Financial LLC2,724$31.3 萬0.02%
Unique Wealth Strategies, LLC2,670$30.7 萬0.12%
Coldstream Capital Management Inc2,656$30.6 萬0.00%
Swiss Life Asset Management Ltd2,435$28.0 萬0.00%
DGS Capital Management, LLC2,187$25.2 萬0.05%
Longboard Asset Management, LP2,032$23.4 萬0.38%
Shelton Capital Management1,943$22.4 萬0.00%
Savant Capital, LLC1,921$22.1 萬0.00%
Brucke Financial, Inc.1,588$21.8 萬0.13%
Journey Strategic Wealth LLC1,850$21.3 萬0.01%
CWA Asset Management Group, LLC1,826$21.0 萬0.01%
Kovitz Investment Group Partners, LLC1,759$20.2 萬0.00%
Abel Hall, LLC1,745$20.1 萬0.08%
Rehmann Capital Advisory Group1,740$20.0 萬0.01%
Savvy Advisors, Inc.1,740$20.0 萬0.01%
CX Institutional1,707$19.6 萬0.01%
Rockefeller Capital Management L.P.595$6.85 萬0.00%
Salomon & Ludwin, LLC360$4.11 萬0.00%
Wealthspire Advisors, LLC317$3.65 萬0.00%
Root Financial Partners, LLC292$3.36 萬0.00%
Caitong International Asset Management Co., Ltd227$2.61 萬0.02%
Twin Tree Management, LP87$1.00 萬0.00%
FWL Investment Management, LLC81$9,3240.00%
High Note Wealth, LLC52$5,9860.00%
JPL Wealth Management, LLC30$3,4550.00%
Community Bank, N.A.29$3,3380.00%
Plante Moran Financial Advisors, LLC25$2,8780.00%
Kings Path Partners LLC10$1,1510.00%
Rakuten Securities, Inc.9$1,0360.00%
Cloud Capital Management, LLC16$1,0000.00%
Sunbelt Securities, Inc.8$9210.00%
Raffa Wealth Management, LLC7$8060.00%
Quarry LP7$8060.00%
Rossby Financial, LCC5$5830.00%
Retirement Wealth Solutions LLC5$5760.00%
Tortoise Investment Management, LLC4$4600.00%

清倉機構(31 家)

2025 年第 2 季季末持有 Sanmina Corp、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 SANM 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Kennedy Capital Management, Inc.79,626$779.0 萬
Citadel Advisors LLC60,262$589.5 萬
Schonfeld Strategic Advisors LLC47,043$460.2 萬
Simplex Trading, LLC39,845$389.8 萬
Waratah Capital Advisors Ltd.33,570$328.4 萬
SummerHaven Investment Management, LLC11,898$116.4 萬
OP Asset Management Ltd11,153$109.1 萬
Perbak Capital Partners LLP7,448$72.9 萬
Eqis Capital Management, Inc.5,683$55.6 萬
Isthmus Partners, LLC5,466$53.5 萬
Two Sigma Securities, LLC4,512$44.1 萬
Lombard Odier Asset Management (USA) Corp3,791$37.1 萬
ISAM Funds (UK) Ltd3,398$33.2 萬
Jain Global LLC3,197$31.3 萬
Versor Investments LP3,078$30.1 萬
Ieq Capital, LLC3,068$30.0 萬
Sanders Morris Harris LLC3,000$29.3 萬
Man Group plc2,593$25.4 萬
MQS Management LLC2,518$24.6 萬
Snowden Capital Advisors LLC2,368$23.2 萬
Skopos Labs, Inc.625$6.11 萬
Erste Asset Management GmbH600$5.88 萬
Whittier Trust Co436$4.27 萬
Twin Peaks Wealth Advisors, LLC194$2.40 萬
Harbor Capital Advisors, Inc.239$2.30 萬
Bryn Mawr Trust Co200$1.96 萬
Sierra Ocean, LLC38$3,718
Beacon Capital Management, LLC35$3,424
Bokf, NA33$3,228
South State Corp.8$783
Private Trust Co NA4$391

尚未申報 2025 年第 3 季的機構(7 家)

2025 年第 2 季季末持有 Sanmina Corp、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 SANM、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank650,830$6,367 萬
Avantax Advisory Services, Inc.18,472$180.7 萬
CIBC World Markets Corp6,443$63.0 萬
TFG Advisers LLC4,204$41.1 萬
EP Wealth Advisors, LLC3,950$38.6 萬
Legacy Investment Solutions, LLC49$4,794
Parkworth Wealth Management, Inc.3$293